Filed May 5, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,182 | $171,865-17.9% | $149,718-5.7% | $147,584-4.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.34% | 2113.22%-2092.9pp | 1501.63%-1481.3pp | 578.55%-558.2pp |
| Employer contribution / active EE | $4,567 | $6,275-27.2% | $5,445-16.1% | $4,876-6.3% |
| Participant deferral / active EE | $9,229 | $7,271+26.9% | $6,569+40.5% | $5,439+69.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |